See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,134 | $91,190+25.2% | $178,490-36.1% | $79,858+42.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.97% | 24.19%-4.2pp | 151.07%-131.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,333 | $3,256-59.0% | $5,011-73.4% | $2,471-46.0% |
| Participant deferral / active EE | $4,507 | $3,236+39.3% | $5,202-13.4% | $3,740+20.5% |
| Admin fee / account holder | $5,160 | $6,751-23.6% | $13,984-63.1% | $5,306-2.8% |